+13.0%
HSY vs BBAI
-71.4%
+84.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.2% |
| 7D | -0.4% | -5.4% | +5.0% | -0.4% |
| 30D | -3.4% | -15.3% | +11.9% | -3.5% |
| 3M | -0.5% | -29.9% | +29.3% | -0.6% |
| 6M | -19.1% | -30.7% | +11.6% | -19.2% |
| YTD | -2.1% | -47.8% | +45.7% | -2.2% |
| 1Y | -3.2% | -40.4% | +37.1% | -3.3% |
| 3Y | -8.8% | +66.9% | -75.7% | -8.3% |
| 5Y | +13.0% | -71.4% | +84.3% | +10.7% |
| All | +13.0% | -71.4% | +84.4% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BBAI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling